LeadIQ logo
Learn more at LeadIQ.com
Advantage Investment Management logo

Advantage Investment Management Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Advantage Investment Management is a small financial services advisory based in Louisville, Kentucky. It offers a broad suite of personal financial services focused on long-term planning, including retirement planning, saving for college, investments, tax strategies, annuities, traditional and Roth IRAs, and life, health, disability, and long-term care insurance. The firm emphasizes ongoing, personalized service with regular monitoring of client accounts to keep plans aligned with individual goals.

Operating with an independent affiliation, it leverages a wide set of resources and tools to tailor its offerings to clients' needs. Securities are offered through Securities Service Network, a FINRA/SIPC-member broker-dealer, to residents in a defined group of states, while advisory services are provided through Garton & Associates Financial Advisors, LLC dba Advantage Investment Management, a registered investment advisor.

Find Advantage Investment Management employees' phone numbers or email addresses

Advantage Investment Management Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Advantage Investment Management's Leadership

  • Operations Associate at Advantage Investment Management
    A. C.
    Operations Associate
    Mobile Phone
  • Investment Advisor Representative at Advantage Investment Management
    B. F.
    Investment Advisor Representative
    Mobile Phone

Advantage Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Entrepreneurship
  • Other

Contact profiles from Advantage Investment Management

Name
Title
Contact
Location
Last Update
  • Operations Associate at Advantage Investment Management
    A. C.
    Operations Associate
    Mobile Phone
    Aug 26, 2026
  • Investment Advisor Representative at Advantage Investment Management
    B. F.
    Investment Advisor Representative
    Mobile Phone
    Aug 26, 2026

Frequently Asked Questions

What is Advantage Investment Management known for?

Minus sign iconPlus sign iconAdvantage Investment Management was founded in 2004 and operates in the Financial Services industry. Explore Advantage Investment Management's company overview page for more information.

What is Advantage Investment Management's most common email format?

Minus sign iconPlus sign iconAdvantage Investment Management employees' email format typically follows the pattern of FirstLast@aim-rps.com. Trying to find reliable and up-to-date employee contact data? Find more Advantage Investment Management email formats with LeadIQ.

How many employees does Advantage Investment Management have currently?

Minus sign iconPlus sign iconAdvantage Investment Management has approximately 6 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Advantage Investment Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Advantage Investment Management's key employees include:

  • Operations Associate: A. C.
  • Investment Advisor Representative: B. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.